CRWM
CGGR icon

Castle Rock Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Castle Rock Wealth Management’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Sell
5,914
-269
-4% -$12.5K 0.05% 228
2026
Q2 		$291K Buy
6,183
+5
+0.1% +$226 0.06% 230
2026
Q1 		$250K Buy
6,178
+4
+0.1% +$173 0.05% 237
2025
Q4 		$267K Buy
6,174
+115
+2% +$5.08K 0.06% 230
2025
Q3 		$268K Buy
6,059
+442
+8% +$18.7K 0.06% 223
2025
Q2 		$233K Buy
+5,617
New +$205K 0.05% 230
2025
Q1 		– Sell
-5,550
Closed -$221K – 227
2024
Q4 		$221K Buy
+5,550
New +$204K 0.05% 220

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Castle Rock Wealth Management's CGGR Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 4.4% in Q3 2026, selling an estimated $12.5K and leaving 5,914 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #228.

Castle Rock Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q2 2026. 82 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Castle Rock Wealth Management held 5,914 shares of Capital Group Growth ETF worth $287K as of Q3 2026.
  • Castle Rock Wealth Management sold 269 Capital Group Growth ETF shares in Q3 2026, an estimated $12.5K.
  • Capital Group Growth ETF made up 0.05% of Castle Rock Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Castle Rock Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Castle Rock Wealth Management's Capital Group Growth ETF position peaked at $291K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.